Financial Planner

Job No: RS33805
Location: Prahran

  • EARN up $100,000 pa | Negotiable Salary + Super + Commissions

  • Join a Boutique Mortgage, Financial and Investment Specialist Firm

  • Opportunity to Work with Industry Professionals in a Lucrative Role  



About The Company 


Our client is a dedicated mortgage broker, financial planner and investment specialist. They have a dedicated and talented team of professionals who deliver a range of financial solutions for the their customers. 

About The Opportunity

They are looking for a Financial Planner to join their company in Prahran, VIC, with the potential to earn up to $100,000 Per Annum | Negotiable Salary $70,000 - $100,000 + Superannuation + Commissions.

The primary purpose of this position is to work closely with clients to help them understand their financial circumstances and develop plans on how to reach their short-term and long-term financial objectives. 

Reporting to the Managing Director some of your responsibilities will include:

  • Generate new business opportunities through new and existing relationships 
  • Execute the vision of the company by providing financial planning, insurance, investment & superannuation services
  • Assess client's overall financial picture and understand their needs
  • Act as a liaison to insurance providers and other financial professionals

About You 

  • Bachelor's degree in Finance, Accounting or related field
  • Registered for Australian Tax Law and Commercial Law
  • Diploma in Financial Planning
  • Previous experience in a financial planning role
  • Strong ability to analyse market's financial data and provide adequate advice
  • Expert at identifying and forming strategic relationships
  • Salesforce experience 

What's in it for You?

  • Join a highly driven and rapidly expanding team
  • Fantastic commission structure on top of base salary
  • On-going professional development 
  • Great location with stylish bars, ethnic eateries and modern cafes

If you are looking to take the next step in your career, apply today and don't miss out starting this lucrative opportunity as soon as possible!

 

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